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DANIEL P. GREENFIELD, M.D. CASH BALANCE PLAN 401k Plan overview

Plan NameDANIEL P. GREENFIELD, M.D. CASH BALANCE PLAN
Plan identification number 002

DANIEL P. GREENFIELD, M.D. CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

DANIEL P. GREENFIELD, M.D. has sponsored the creation of one or more 401k plans.

Company Name:DANIEL P. GREENFIELD, M.D.
Employer identification number (EIN):222873702
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL P. GREENFIELD, M.D. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022010-01-01DANIEL P. GREENFIELD
0022009-01-01DANIEL P. GREENFIELD
0022009-01-01DANIEL P. GREENFIELD

Plan Statistics for DANIEL P. GREENFIELD, M.D. CASH BALANCE PLAN

401k plan membership statisitcs for DANIEL P. GREENFIELD, M.D. CASH BALANCE PLAN

Measure Date Value
2010: DANIEL P. GREENFIELD, M.D. CASH BALANCE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DANIEL P. GREENFIELD, M.D. CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DANIEL P. GREENFIELD, M.D. CASH BALANCE PLAN

Measure Date Value
2011 : DANIEL P. GREENFIELD, M.D. CASH BALANCE PLAN 2011 401k financial data
Transfers to/from the plan2011-05-27$0
Total plan liabilities at end of year2011-05-27$0
Total plan liabilities at beginning of year2011-05-27$0
Total income from all sources2011-05-27$20
Expenses. Total of all expenses incurred2011-05-27$380,725
Benefits paid (including direct rollovers)2011-05-27$380,725
Total plan assets at end of year2011-05-27$0
Total plan assets at beginning of year2011-05-27$380,705
Value of fidelity bond covering the plan2011-05-27$50,000
Total contributions received or receivable from participants2011-05-27$0
Expenses. Other expenses not covered elsewhere2011-05-27$0
Contributions received from other sources (not participants or employers)2011-05-27$0
Other income received2011-05-27$20
Noncash contributions received2011-05-27$0
Net income (gross income less expenses)2011-05-27$-380,705
Net plan assets at end of year (total assets less liabilities)2011-05-27$0
Net plan assets at beginning of year (total assets less liabilities)2011-05-27$380,705
Total contributions received or receivable from employer(s)2011-05-27$0
Value of certain deemed distributions of participant loans2011-05-27$0
Value of corrective distributions2011-05-27$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-05-27$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-05-27$0
2010 : DANIEL P. GREENFIELD, M.D. CASH BALANCE PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$58,644
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$380,705
Total plan assets at beginning of year2010-12-31$322,061
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$23,644
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$58,644
Net plan assets at end of year (total assets less liabilities)2010-12-31$380,705
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$322,061
Total contributions received or receivable from employer(s)2010-12-31$35,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : DANIEL P. GREENFIELD, M.D. CASH BALANCE PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DANIEL P. GREENFIELD, M.D. CASH BALANCE PLAN

2010: DANIEL P. GREENFIELD, M.D. CASH BALANCE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DANIEL P. GREENFIELD, M.D. CASH BALANCE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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